McMillion Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

McMillion Capital Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$7.82K	Buy	+38	New	+$7.37K	0.01%	154
2022 Q4	–	Sell	-38	Closed	-$6K	–	183
2022 Q3	$6K	Hold	38	–	–	0.01%	172
2022 Q2	$7K	Buy	+38	New	+$7.36K	0.01%	180
2021 Q1	–	Sell	-38	Closed	-$8K	–	276
2020 Q4	$8K	Buy	+38	New	+$7.48K	﹤0.01%	220
2020 Q2	–	Sell	-38	Closed	-$5K	–	264
2020 Q1	$5K	Hold	38	–	–	﹤0.01%	239
2019 Q4	$6K	Hold	38	–	–	﹤0.01%	231
2019 Q3	$6K	Hold	38	–	–	﹤0.01%	228
2019 Q2	$6K	Buy	+38	New	+$5.54K	﹤0.01%	232

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

McMillion Capital Management's VOT Position: Q2 2023 in Review

McMillion Capital Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2023: 38 shares worth $7.82K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in VOT as recently as Q3 2022.

McMillion Capital Management first reported a position in VOT in Q2 2019 and has held it in 8 quarters since. The position peaked at $8K in Q4 2020. 746 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

McMillion Capital Management held 38 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.82K as of Q2 2023.
Vanguard Morningstar Mid-Cap Growth ETF was a new McMillion Capital Management position in Q2 2023.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of McMillion Capital Management's portfolio in Q2 2023, its #154 holding.
McMillion Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8K in Q4 2020.
746 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.